Civic Intelligence

Inclusion Zone Inc. DBA for Memorial Legacy Committee

990 • Fiscal year 2023 • EIN 46-1931507

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization ProfileFDRMEMORIALLEGACY.COM
1629 K Street Suite 300Washington, DC 20006

(202) 368-1083

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.03x

Higher debt load relative to assets than 56% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.01x

Higher debt load relative to revenue than 46% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

84th percentile

$89,660

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

6th percentile

-36%

Faster asset growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

23%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$216,261

Down $122,994 (-36%) from 2022

Net Assets

Up

$209,413

Up $133,840 (+177%) from 2022

Liabilities

Down

$6,848

Down $256,834 (-97%) from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin72nd percentile

Revenue

Up

$548,498

Up $102,723 (+23%) from 2022

Expenses

Up

$446,941

Up $87,219 (+24%) from 2022

Net Income

Up

$101,557

Up $15,504 (+18%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0-$100KAssets 2013: $0Liabilities 2013: $700Net Assets 2013: -$7002013Assets 2014: $0Liabilities 2014: $413Net Assets 2014: -$4132014Assets 2015: $605Liabilities 2015: $865Net Assets 2015: -$2602015Assets 2016: $283Liabilities 2016: $1,096Net Assets 2016: -$8132016Assets 2017: $670Net Assets 2017: $6702017Assets 2018: $216Liabilities 2018: $926Net Assets 2018: -$7102018Assets 2019: $15Liabilities 2019: $925Net Assets 2019: -$9102019Assets 2020: $10Liabilities 2020: $1,125Net Assets 2020: -$1,1152020Assets 2021: $37Net Assets 2021: $372021Assets 2022: $339,255Liabilities 2022: $263,682Net Assets 2022: $75,5732022Assets 2023: $216,261Liabilities 2023: $6,848Net Assets 2023: $209,4132023Assets 2024: $172,583Liabilities 2024: $1,457Net Assets 2024: $171,1262024

Highlighted filing

2023

Assets$216,261
Liabilities$6,848
Net Assets$209,413
Open 2023 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2013: $500Expenses 2013: $1,200Net Income 2013: -$7002013Revenue 2014: $1,800Expenses 2014: $1,713Net Income 2014: $872014Revenue 2015: $1,500Expenses 2015: $1,347Net Income 2015: $1532015Revenue 2016: $1,150Expenses 2016: $1,703Net Income 2016: -$5532016Revenue 2017: $2,913Expenses 2017: $1,430Net Income 2017: $1,4832017Revenue 2018: $268Expenses 2018: $1,648Net Income 2018: -$1,3802018Revenue 2019: $139Expenses 2019: $339Net Income 2019: -$2002019Revenue 2020: $0Expenses 2020: $205Net Income 2020: -$2052020Revenue 2021: $02021Revenue 2022: $445,775Expenses 2022: $359,722Net Income 2022: $86,0532022Revenue 2023: $548,498Expenses 2023: $446,941Net Income 2023: $101,5572023Revenue 2024: $177,412Expenses 2024: $215,699Net Income 2024: -$38,2872024

Highlighted filing

2023

Revenue$548,498
Expenses$446,941
Net Income$101,557
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Gross Receipts
$548,498
Mission and Program Overview

Mission

To provide education and resources to parents, families, and the general public that facilitate the full inclusion of children with disabilities in all areas of life.

To promote education about the fdr memorial, wash, dc, inclusion and accessibility and preservation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$202,804--
Pledges and Grants Receivable-$90,587-
Cash and Non-Interest-Bearing Accounts$94,132$84,478▼ $9,654
Inventories for Sale or Use$39,650--
Prepaid Expenses and Deferred Charges$2,669--
Investments in Publicly Traded Securities-$1,546-
Total Assets$339,255$216,261▼ $122,994
Other Assets Total$0$39,650▲ $39,650
Liabilities
Deferred Revenue$255,365$5,000▼ $250,365
Accounts Payable and Accrued Expenses$8,317$1,848▼ $6,469
Total Liabilities$263,682$6,848▼ $256,834
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$145,619-
Net Assets Without Donor Restrictions$75,573$63,794▼ $11,779
Total Net Assets Fund Balance$75,573$209,413▲ $133,840
Total Liabilities and Net Assets / Fund Balance$339,255$216,261▼ $122,994

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$39,650--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$84,171$75,000-$13,552$145,619
2022-$84,650-$479$84,171
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary E DolanExecutive DirectorFT$89,660$89,660
Arlene King-berry JdDirector-$21,688$21,688

Board Members and Trustees

NameTitle
Helena BergerChair
Jane S DelandVice Chair
Christopher Bell JdDirector
Mary Kay TurnerDirector
Carlos AvilaSecretary
Eli YussufTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$546,052
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$2,446
All Other Contributions
$322,969
Change in Net Assets
$101,557
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$446,941
Total Fundraising Expense$10,110
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$225,725$22,145$6,916$254,786
Fees for Services Accounting-$30,435-$30,435
Travel$18,192$1,265$606$20,063
Insurance$891$5,047$660$6,598
Office Expenses$1,775$3,332$401$5,508
Information Technology$478$2,711$354$3,543
Other Expenses$270$2,784$308$3,362
Occupancy$188$1,064$139$1,391
All Other Expenses$140$169$563$872
Total Functional Expenses$367,665$69,166$10,110$446,941
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“All board members review a draft of the 990 prior to filing. Also, the finance committee reviews the 990 prior to the full board's review.”

Form 990, Part VI, Section B, Line 12C

“Every year the board of directors reviews the conflict of interest policy and they must disclose any conflicts. Any conflicts or potential conflicts are resolved and reviewed and resolved by the board of directors. In reviewing any conflict or potential conflict, any member of the board of directors who may have a conflict is recused from resolving the conflict or potential conflict.”

Form 990, Part VI, Section B, Line 15

“The board reviews, discussess and, ultimately, approves all compensation agreements. Also, prior to determining the executive director's annual salary, the board conducts a compensation analysis.”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public.”

Part VI, Line 15A - Compensation Review & Approval Process - CEO

“The board reviews, discussess and, ultimately, approves all compensation agreements. Also, prior to determining the executive director's annual salary, the board conducts a compensation analysis.”

Part VI, Line 15B - Compensation Review & Approval Process - Contractors

“All compensation agreements are reviewed, discussed, and ultimately, approved by the board of directors.”

Filing and Contact Details

Filer

Filer Name
Inclusion Zone Dba
EIN
46-1931507
Phone
2023681083
Address
1629 K STREET SUITE 300, WASHINGTON, DC 20006

Signing Officer

Name
Mary E Dolan
Title
Executive Director
Phone
2023681083
Signed
2024-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary E Dolan
Formed
2022
Legal Domicile
Dc
Voting Board Members
8
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Renner and Company CPA Pc
Address
700 NORTH FAIRFAX STREET SUITE 400, ALEXANDRIA, VA 22314
Preparer
Andrew E Young CPA
Phone
7035351200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants: program service expenses 124,066. Management and general expenses 21,037. Fundraising expenses 6,300. Total expenses 151,403. Professional fees: program service expenses 101,659. Management and general expenses 1,108. Fundraising expenses 616. Total expenses 103,383.”

Financial Statement Notes

PART X, LINE 2:

“In accounting for uncertainty in income taxes, accounting standards require an entity to recognize the financial statement impact of a tax position when it is more-likely-than-not that the position will not be sustained upon examination. Management evaluated the committee's tax positions and concluded there are no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance.”

Raw XML AppendixShowing 400 of 409 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0INCLUSION (1) CHAMPION THE FDR MEMORIAL TO BE A MODEL OF ACCESSIBILITY AND INCLUSION, (2) ENSURE INCLUSIVE, DIVERSE, AND CULTURALLY RESPONSIVE RESOURCES AND CONTENT ARE AVAILABLE AS PART OF THE FDR MEMORIAL EXPERIENCE, (3) ADVOCATE FOR POLICIES AND PROGRAMS CONSISTENT WITH ROOSEVELT'S LEGACY OF EQUALITY, DIGNITY, AND INDEPENDENCE.
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IRS990/ProgSrvcAccomActy3Grp/Desc0PRESERVATION (1) CALL FOR THE NATIONAL PARK SERVICE TO PRIORITIZE REPAIRS AND PRESERVATION AT THE FDR MEMORIAL AND THE SURROUNDING AREAS ON THE NATIONAL MALL TO MAINTAIN THE CULTURAL LANDSCAPE, AND (2) DOCUMENT THE DISABILITY COMMUNITY'S FIGHT FOR PRESERVATION, AND THE MANY OTHER LESSER KNOWN/UNTOLD STORIES OF THE MEMORIAL AND ROOSEVELT ERA.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ACCOUNTING STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATED THE COMMITTEE'S TAX POSITIONS AND CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL BOARD MEMBERS REVIEW A DRAFT OF THE 990 PRIOR TO FILING. ALSO, THE FINANCE COMMITTEE REVIEWS THE 990 PRIOR TO THE FULL BOARD'S REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVERY YEAR THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY AND THEY MUST DISCLOSE ANY CONFLICTS. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE RESOLVED AND REVIEWED AND RESOLVED BY THE BOARD OF DIRECTORS. IN REVIEWING ANY CONFLICT OR POTENTIAL CONFLICT, ANY MEMBER OF THE BOARD OF DIRECTORS WHO MAY HAVE A CONFLICT IS RECUSED FROM RESOLVING THE CONFLICT OR POTENTIAL CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS, DISCUSSESS AND, ULTIMATELY, APPROVES ALL COMPENSATION AGREEMENTS. ALSO, PRIOR TO DETERMINING THE EXECUTIVE DIRECTOR'S ANNUAL SALARY, THE BOARD CONDUCTS A COMPENSATION ANALYSIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTANTS: PROGRAM SERVICE EXPENSES 124,066. MANAGEMENT AND GENERAL EXPENSES 21,037. FUNDRAISING EXPENSES 6,300. TOTAL EXPENSES 151,403. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 101,659. MANAGEMENT AND GENERAL EXPENSES 1,108. FUNDRAISING EXPENSES 616. TOTAL EXPENSES 103,383.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD REVIEWS, DISCUSSESS AND, ULTIMATELY, APPROVES ALL COMPENSATION AGREEMENTS. ALSO, PRIOR TO DETERMINING THE EXECUTIVE DIRECTOR'S ANNUAL SALARY, THE BOARD CONDUCTS A COMPENSATION ANALYSIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL COMPENSATION AGREEMENTS ARE REVIEWED, DISCUSSED, AND ULTIMATELY, APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VI, LINE 15A - COMPENSATION REVIEW & APPROVAL PROCESS - CEO
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART VI, LINE 15B - COMPENSATION REVIEW & APPROVAL PROCESS - CONTRACTORS
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$216,261
Liabilities
$6,848
Net assets
$209,413
Revenue
$548,498
Expenses
$446,941
Net income
$101,557
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.01$1.71$1.77$2.16$0.38
2023Detailed filing. Detailed filing data is available for this year.$2.16$0.07$2.09$5.48$4.47$1.02
2022Detailed filing. Detailed filing data is available for this year.$3.39$2.64$0.76$4.46$3.60$0.86
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.00$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.03$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.01$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.00$0.02$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.02$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.01$0.01$0.01